BUSINESS
Higher oil prices smudge Asian Paints earnings palette
Although the company has reported a pick-up in volume growth in the past three quarters, the management remains cautious as demand is yet to witness a broad-based recovery and competitive intensity continues to remain elevated
BUSINESS
Ideas for Profit: Accumulate Heidelberg Cement India on every dip
We continue to prefer Heidelberg Cement from the midcap cement pack as the company has strong positioning in the central market and a superior margin profile compared to peers
BUSINESS
Centre's duty hike: Domestic manufacturers to benefit but higher cost could spoil festive mood
Although the duty hikes will have a positive impact on the fiscal situation of the Indian economy, the impact on companies will vary on an individual basis
BUSINESS
Ideas for Profit: HIL reinvents itself as global building material solutions player; accumulate
The recent acquisition of Parador will further expand its product and geographic footprint and position it as an integrated building solutions provider.
BUSINESS
Ideas for Profit: Which logistics plays should you bet on?
Both these companies trade at rich valuations given the high growth prospects in light of sector opportunities: GST, e-way bill and axle norms
BUSINESS
TCI and TCI Express: Earnings momentum to continue
We remain optimistic on the earnings growth of both these companies and expect them to deliver strong growth over the next couple of years
BUSINESS
Ideas for Profit: Asian Paints posts strong Q1 but premium valuation tempers our excitement
We maintain a cautious view on the stock as current valuations offer limited upside considering Asian Paints' trading multiples are near to consumer sector leaders
BUSINESS
Ideas for Profit: Strong Q1 reinforces our faith in Havells' business execution, accumulate on dips
New product launches and deeper market penetration leading to an increase in market share drove growth in the consumer durables segment
BUSINESS
Ideas for Profit: UltraTech posts healthy volume growth in Q1, accumulate on dips
Exit prices at June-end was higher than the quarterly average. Higher exit prices should support realisations ahead of a weak monsoon season.
BUSINESS
Avanti Feeds, Apex Frozen Foods & Waterbase: The good days seem to be over
FY18 turned out to be an exceptional year for shrimp exporters as the companies benefited from slight pick-up in realisations as well as benign raw material prices.
COMPANIES
Large cap cement pack – where should you put your money?
The industry is looking forward to better capacity utilisation this year, as the demand environment, led by a pick-up in infrastructure and housing, is expected to remain buoyant.
BUSINESS
Outlook positive on Indian tile industry, watch out for Asian Granito
While Asian Granito is focusing on increasing its retail presence, Kajaria and Somany are gradually diversifying their business by foraying into sanitaryware and bathware segments
BUSINESS
TCI Express: Moving in the fast lane
Aided by industry tailwinds and increased economic activity, the managements expects FY19 topline to increase around 20%
